How To Filter Items

Updated on June 17, 2019 Download PDFDownload as PDF
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Question

Can I view and manage my WalkMe items (e.g., Walk-Thrus, Launchers, SmartTips, etc.), by Segment and/or Publish Status?

Answer

The WalkMe editor can accommodate a large number of WalkMe items such as Walk-Thrus, Launchers SmartTips, with different Segments and Publish Statuses. The Filtering feature allows you to easily view and manage all of these items by Segment and Publish Status.

Filter by Segment

To filter items by Segments:

  1. Click on the Filter icon
  2. Check the segment you want to filter items by
  3. Click Done

 

Filter by Publish Status

  1. Click on the Filter icon to make sure the Show Status Filters is set to ON
  2. Toggle switch the Status buttons On or Off to display the items. Blue background means Selected

 

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